Mad Money: 2020年5月15日(金)の放送の要点

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    • #4242
      暮眞★潤 (Jun Kurema)
      キーマスター

      Cramer’s week ahead: ‘All bets are off’ if another U.S.-China trade war sparks (https://www.cnbc.com/2020/05/15/cramer-week-ahead-all-bets-are-off-if-we-have-another-trade-war.html)

      • “As unemployment keeps rising, I’m betting we’ll get more stimulus, more bonds bought, more money fleeing away from the market’s losers and into the winners, like the Cramer Covid-19 Index,” Cramer said on “Mad Money.”
      • “That’s what works, unless we have a full-blown trade war with China, in which case all bets are off, even as I sure would have favored it before Covid decimated the U.S. economy.”
      • He went on to present his game plan in the trading week to come. All estimates are based on Factset data.
        • Tuesday: Home Depot, Walmart, Kohl’s
        • Wednesday: Target, Lowe’s, Take-Two Interactive
        • Thursday: TJX Companies, Best Buy, Medtronic, Hormel Foods, Nvidia, Splunk
        • Friday: Alibaba, Deere & Co., Foot Locker

      Ticker: HD, WMT, KSS, TGT, LOW, TTWO, TJX, BBY, MDT, HRL, NVDA, SPLK, BABA, DE, FL

       

      Executive Interview: Esports betting helps DraftKings post profit in first public earnings report (https://www.cnbc.com/2020/05/15/draftkings-ceo-esports-betting-shows-a-pent-up-demand-for-sports.html)

      • “Esports was really small for us until, you know, about 2 months ago,” DraftKings CEO Jason Robins said.
      • “Really, it was the only thing for a little while that people were still playing,” he said in a “Mad Money” interview.
      • “I think what it shows you is there’s a lot of pent-up demand for sports,” he said.

      Ticker: DEAC

       

      Executive Interview: Wix CEO talks helping small businesses transition online amid pandemic (https://www.cnbc.com/video/2020/05/15/wix-ceo-talks-helping-small-businesses-transition-online-amid-pandemic.html)

      Wix.com co-founder and CEO Avishai Abrahami discussed developing an online presence for businesses to facilitate web commerce.

      Ticker: WIX

       

      Cramer’s lightning round: Never buy Caterpillar going into a recession (https://www.cnbc.com/2020/05/15/cramers-lightning-round-never-buy-caterpillar-going-into-a-recession.html)

      • Caterpillar: “I would do Raytheon ’cause it’s got a little more defense. I know aerospace can be a problem … but my problem with Caterpillar is you never buy Caterpillar going into a recession, so you certainly wouldn’t buy it going into a depression.”
      • FireEye: “I don’t think FireEye is high quality.”
      • Jacobs Engineering: “I don’t want to buy engineering construction when we’re going into a definitive slowdown.”
      • Inovio Pharmaceuticals: “The stock is up like a rocketship. I don’t know whether they’re going to be the vaccine of choice, but if I had bought it two weeks ago, I would take half right now [to sell] and go buy yourself a nice cashmere sweater.”
      • Simon Property: “I know this stock yields too much. It worries me. … Call me nervous.”
      • Ayaya: “Interesting idea. … I’d stick with it.”
      • Euronav: “The shipping companies have come and gone. They had their move, it was a great move, and we salute them and we got to greener pastures.”

      Ticker: CAT, RTX, FEYE, JEC, INO, SPG, EURN

       

      Executive Interview: Plant-based packaging-maker Footprint CEO on eliminating single-use plastic (https://www.cnbc.com/video/2020/05/15/plant-based-package-maker-footprint-ceo-on-ending-single-use-plastic.html)

      Footprint CEO Troy Swope discussed developing sustainable packaging that competes with plastic in both price and performance.

       

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